Open First Result in Search List Automatically

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Posted on by chrismcelligott

The company has a call centre function that will open the a profile URL based on the incoming callers phone number. We're moving away from an external provider to Dynamics 365 and want to know if the same functionality can be achieved. I'd like to know if there is a URL that will take a search parameter, in this case a phone number, and open the contact page it belongs too without showing the list of results.

Running this should open:

dynamics.com/main.aspx?appid=INTERNAL&pagetype=search&searchText=SEARCH TEXT&searchType=1

and redirect to here.

dynamics.com/main.aspx?appid=INTERNAL&pagetype=entityrecord&etn=contact&id=GUID HERE

Is this possible?

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Answers (1)

Verified answer

PranjaliShetty on at

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RE: Open First Result in Search List Automatically

Hello Partner,

This feature is available to CRM Online with the USD client.

docs.microsoft.com/.../search-data-entity-searches

You have to implement Unified Service Desk [its a separate windows app] to achieve this.

Please mark as verified is this answers your question.

Cheers!

Pranjali
chrismcelligott 15 on at

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RE: Open First Result in Search List Automatically

Hi Pranjali,

Yep it's CRM online so wondering if there is a way.
PranjaliShetty on at

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RE: Open First Result in Search List Automatically

Hello Partner,

Is this an Online CRM?

This should be achievable in OnPremise but in Online world, we may have to test using webresources